Financial Planner

3 weeks ago

Winnipeg, Manitoba, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise.

Please be advised specific location is to be determined and successful incumbent must be mobile within the Winnipeg Market

What will you do?

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

What do you need to succeed?

Must-have

  • Financial Planning Designation (PFP or CFP or QAFP)
  • Mutual Funds License (IFIC or CSC)
  • Minimum 3 years' experience in financial planning within a financial institution
  • Strong investment and credit experience/knowledge
  • Ability to be decisive in decision making and process heavy volumes
  • Proven networking and client acquisition skills
  • Ability to develop a strong referral network
  • Fluent in English and Second Language is an asset

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • Full-time RBC employee status with unlimited earning potential and full benefits
  • Work with a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services
  • Flexible work/life balance options

RBCFP

Job Skills

Business Opportunities, Customer Relationship Management (CRM), Finance Strategy, Financial Products, Holistic Financial Planning, Investments, Relationship Building

Additional Job Details

Address:

370 PORTAGE AVE:WINNIPEG

City:

WINNIPEG

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

  • Assistant Trainmaster

    2 days ago

    Winnipeg, Manitoba, Canada CPKC Full time

    Canadian Pacific (CP) and Kansas City Southern (KCS) are now CPKC. As the only truly North American railway, we are making big moves Drawing on our strong foundations and heritage, CPKC moves essential goods across our 20,000-mile network to support economic growth throughout Canada, the U.S. and Mexico. Be a part of history as we connect a continent and...

  • Assistant Trainmaster

    1 day ago

    Winnipeg, Manitoba, Canada CPKC Full time

    Canadian Pacific (CP) and Kansas City Southern (KCS) are now CPKC. As the only truly North American railway, we are making big moves Drawing on our strong foundations and heritage, CPKC moves essential goods across our 20,000-mile network to support economic growth throughout Canada, the U.S. and Mexico. Be a part of history as we connect a continent and...

  • Investment Specialist, Financial Planning

    7 days ago

    Winnipeg, Canada BMO Financial Group Full time

    1385 Henderson Hwy Winnipeg Manitoba,R2G 1N1 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

  • Financial Planner

    4 weeks ago

    WINNIPEG, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner

    4 weeks ago

    Winnipeg, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner, Investment and Retirement Planning

    3 weeks ago

    Winnipeg, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...

  • Financial Planner, Investment and Retirement Planning

    2 weeks ago

    WINNIPEG, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, Investment and Retirement Planning, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity,...

  • Resource Capacity Planner

    7 days ago

    Winnipeg, Canada Manitoba Hydro Full time

    **Resource Capacity Planner** **Winnipeg, MB** **_ Manitoba Hydro is consistently recognized as one of Manitoba's Top Employers!_** **_ Great Benefits_** - Competitive salary and benefits package. - Defined-benefit pension plan. - Nine-day work cycle which normally results in every other Monday off, providing for a balanced approach to work, family life -...

  • Business Development Specialist

    4 weeks ago

    Winnipeg, Canada BMO Financial Group Full time

    201 Portage Avenue Unit 1826 Winnipeg Manitoba,R3B 3K6 Drives sales results to enhance the promotion of BMO Life Assurance product and services to managing general agencies (MGAs) and brokers. Shares feedback on the product, processes, etc. to internal stakeholders to ensure continual enhancement of the insurance offer. - Attends and participates in...

  • Sr. Financial Advisor

    3 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr. Financial Advisor

    3 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr Financial Advisor-MFDA/AMF

    4 days ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Sr. Financial Advisor

    3 weeks ago

    Winnipeg, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Advisor, IG Wealth Management, Corporate Channel

    2 days ago

    Winnipeg, Canada IG Wealth Management Full time

    Advisor, IG Wealth Management, Corporate Channel Locations: Calgary, Edmonton, Ontario, Vancouver, Winnipeg We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you are Mutual fund licensed or Securities licensed and are intrigued by this exciting opportunity, please review the posting...

  • Sr. Financial Advisor

    3 weeks ago

    Winnipeg, MB, Canada Canadian Imperial Bank of Commerce Full time

    Sr. Financial Advisor - MFDA/AMF page is loaded Sr. Financial Advisor - MFDA/AMF Apply locations Winnipeg, MB time type Full time posted on Posted Yesterday job requisition id 2409944 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. ...

  • Irp Associate

    7 days ago

    Winnipeg, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by...

  • Logistics Planner

    4 weeks ago

    Winnipeg, Canada AKAL FREIGHT SYSTEM INC. Full time

    Education: Secondary (high) school graduation certificate - Experience: 3 years to less than 5 years **Health benefits**: - Dental plan - Disability benefits - Health care plan - Vision care benefits **Financial benefits**: - Commission **Long term benefits**: - Group insurance benefits - Life insurance - Work Term: Permanent - Work Language: English -...

  • Land Development Coordinator

    1 month ago

    Winnipeg, Canada City of Winnipeg Full time

    Under the direction of the Land Development Administrator, the Land Development Coordinator is responsible for management and interpretation of executed Development and Servicing Agreements including administration of development agreement security to ensure that security requirements of other civic departments are acquired, monitored, reduced and released...

  • Manager, Client Advice I

    4 weeks ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • New Flyer

    4 weeks ago

    Winnipeg, Canada NFI Full time

    ***: Responsible for providing support in preparing the Company's internal and external financial statements in compliance with GAAP, IFRS and other public company financial reporting requirements. **WHAT YOU WILL DO**: - Ensure and set standard cost properly for buses at line entry, set the custom pricing for shell transfer, creation of Inter-company PO...

  • Manager, Client Advice I

    1 month ago

    Winnipeg, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Project Manager-bilingual

    4 days ago

    Winnipeg, Canada FWS Group Full time

    **Project Manager** **Bilingual(English/French)** **FWS Group of Companies is a fully integrated design, engineering, construction, and maintenance services firm.** We are advocates of the design-build approach to project development. Whether our clients are looking at greenfield construction or retrofitting an existing facility, we have the in-house...